See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,452 | $77,899-67.3% | $149,673-83.0% | $75,163-66.1% |
| Participation rate | 92.1% | 65.6%+26.5pp | 78.8%+13.3pp | 67.2%+24.9pp |
| Annual return | 8.04% | 31.72%-23.7pp | 134.42%-126.4pp | 160.62%-152.6pp |
| Employer contribution / active EE | $3,764 | $3,137+20.0% | $4,818-21.9% | $2,670+41.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $661 | $5,956-88.9% | $13,210-95.0% | $5,651-88.3% |